TFC Financial Management’s PennyMac Financial PFSI Stock Holding History

TFC Financial Management’s Portfolio PFSI Stock Details PFSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$88	Hold	1	–	–	﹤0.01%	888
2025 Q4	$132	Hold	1	–	–	﹤0.01%	829
2025 Q3	$124	Hold	1	–	–	﹤0.01%	864
2025 Q2	$100	Hold	1	–	–	﹤0.01%	886
2025 Q1	$101	Hold	1	–	–	﹤0.01%	818
2024 Q4	$103	Hold	1	–	–	﹤0.01%	829
2024 Q3	$114	Hold	1	–	–	﹤0.01%	826
2024 Q2	$95	Hold	1	–	–	﹤0.01%	834
2024 Q1	$92	Buy	+1	New	+$87	﹤0.01%	839
2022 Q1	–	Sell	-85	Closed	-$6K	–	568
2021 Q4	$6K	Hold	85	–	–	﹤0.01%	378
2021 Q3	$5K	Hold	85	–	–	﹤0.01%	389
2021 Q2	$5K	Hold	85	–	–	﹤0.01%	376
2021 Q1	$6K	Hold	85	–	–	﹤0.01%	347
2020 Q4	$6K	Buy	85 +37	+77%	+$2.2K	﹤0.01%	349
2020 Q3	$3K	Buy	+48	New	+$2.38K	﹤0.01%	373

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TFC Financial Management's PFSI Position: Q1 2026 in Review

TFC Financial Management held its PennyMac Financial (PFSI) position steady in Q1 2026 at 1 share worth $88. The position accounts for ﹤0.01% of the portfolio, ranked #888.

TFC Financial Management first reported a position in PFSI in Q3 2020 and has held it in 15 quarters since. The position peaked at $6K in Q4 2021. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

TFC Financial Management held 1 share of PennyMac Financial worth $88 as of Q1 2026.
TFC Financial Management left its PennyMac Financial share count unchanged in Q1 2026.
PennyMac Financial made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #888 holding.
TFC Financial Management first reported a position in PennyMac Financial in Q3 2020 and has held it in 15 quarters since.
TFC Financial Management's PennyMac Financial position peaked at $6K in Q4 2021.
231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.